Anic Equity¶
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Total return since start: 0.551 %¶
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Equity now: -----------------------------> 47362.14 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45967.23 Kr¶
PnL: ---------------------------------------> -921.34 Kr¶
DD now: ---------------------------------> -2.607 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 10:03:57.555501'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -2.860000 | 2730.000000 | 94.000000 | 3.570000 | 2636.000010 |
| Beijer Electronics Group | 26 | -2.810000 | 3057.600000 | 86.600000 | 2.910000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Corem Property Group B | 59 | -0.650000 | 633.660000 | 56.660000 | 9.820000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -4.720000 | 403.600000 | 48.600000 | 13.690000 | 355.000000 |
| SAAB B | 8 | 0.070000 | 3404.000000 | 27.000000 | 0.800000 | 3377.000000 |
| OEM International B | 7 | -1.370000 | 553.700000 | 25.700000 | 4.870000 | 527.999997 |
| Norva24 Group | 16 | -1.290000 | 564.800000 | 21.800000 | 4.010000 | 543.000000 |
| HMS Networks | 2 | -2.980000 | 690.000000 | 17.000000 | 2.530000 | 673.000000 |
| MedCap | 2 | -2.240000 | 436.000000 | 15.000000 | 3.560000 | 421.000000 |
| Intrum | 4 | -2.030000 | 541.600000 | 14.600000 | 2.770000 | 527.000000 |
| Eastnine | 4 | -0.470000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Coor Service Management Hold. | 8 | -1.160000 | 545.200000 | 13.200000 | 2.480000 | 532.000000 |
| Boozt | 12 | -3.620000 | 1660.800000 | 6.800000 | 0.410000 | 1653.999996 |
| Creaspac SPAC | 6 | 0.310000 | 580.800000 | 3.800000 | 0.660000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -2.900000 | 249.360000 | 3.360000 | 1.370000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.740000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| AcadeMedia | 12 | -1.730000 | 559.200000 | 2.200000 | 0.390000 | 557.000004 |
| Swedbank A | 3 | -0.420000 | 564.750000 | 0.750000 | 0.130000 | 564.000000 |
| Resurs Holding | 22 | -0.990000 | 573.540000 | -0.460000 | -0.080000 | 573.999998 |
| Securitas B | 6 | -0.960000 | 568.800000 | -1.200000 | -0.210000 | 570.000000 |
| Handelsbanken A | 5 | 0.550000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Essity B | 2 | 0.280000 | 571.800000 | -2.200000 | -0.380000 | 574.000000 |
| Essity A | 4 | 0.000000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Karnov Group | 9 | 0.000000 | 528.300000 | -7.700000 | -1.440000 | 536.000004 |
| CTEK | 13 | -2.920000 | 518.050000 | -15.950000 | -2.990000 | 533.999999 |
| Midsona B | 63 | -1.320000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Nordea Bank Abp | 29 | -0.890000 | 3408.660000 | -45.340000 | -1.310000 | 3453.999992 |
| International Petroleum Corp. | 5 | -3.030000 | 543.500000 | -51.070000 | -8.590000 | 594.565215 |
| Vivesto | 1368 | -1.820000 | 559.510000 | -53.490000 | -8.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.090000 | 3734.500000 | -115.500000 | -3.000000 | 3850.000000 |
| Axfood | 13 | -0.790000 | 3599.700000 | -156.300000 | -4.160000 | 3756.000001 |
| OX2 | 18 | -1.410000 | 1505.700000 | -158.300000 | -9.510000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.910000 | 3479.000000 | -332.000000 | -8.710000 | 3810.999990 |
| Ovzon | 52 | -3.660000 | 2875.600000 | -486.400000 | -14.470000 | 3361.999992 |
| TOTAL | 45967.230000 | -921.340000 | -2.60694% | 46888.564618 |
Updated:¶
'2023-01-19 10:04:10.369753'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
